Center for Financial Planning’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-174	Closed	-$20.8K	–	731
2025 Q4	$20.8K	Hold	174	–	–	﹤0.01%	407
2025 Q3	$20.8K	Hold	174	–	–	﹤0.01%	411
2025 Q2	$18.9K	Hold	174	–	–	﹤0.01%	399
2025 Q1	$17.2K	Hold	174	–	–	﹤0.01%	410
2024 Q4	$19.5K	Hold	174	–	–	﹤0.01%	352
2024 Q3	$17.4K	Hold	174	–	–	﹤0.01%	347
2024 Q2	$15.9K	Hold	174	–	–	﹤0.01%	337
2024 Q1	$16K	Hold	174	–	–	﹤0.01%	346
2023 Q4	$15.6K	Hold	174	–	–	﹤0.01%	325
2023 Q3	$14K	Hold	174	–	–	﹤0.01%	322
2023 Q2	$14.8K	Hold	174	–	–	﹤0.01%	344
2023 Q1	$13K	Hold	174	–	–	﹤0.01%	328
2022 Q4	$11.2K	Hold	174	–	–	﹤0.01%	345
2022 Q3	$12K	Hold	174	–	–	﹤0.01%	342
2022 Q2	$12K	Hold	174	–	–	﹤0.01%	347
2022 Q1	$16K	Hold	174	–	–	﹤0.01%	330
2021 Q4	$18K	Hold	174	–	–	﹤0.01%	319
2021 Q3	$16K	Hold	174	–	–	﹤0.01%	323
2021 Q2	$16K	Hold	174	–	–	﹤0.01%	323
2021 Q1	$15K	Hold	174	–	–	﹤0.01%	341
2020 Q4	$14K	Buy	+174	New	+$13.4K	﹤0.01%	316